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Montag & Caldwell’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Montag & Caldwell’s Portfolio FSMD Stock Details FSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$697K Buy
16,819
+1
+0% +$39 0.15% 63
2025
Q1 		$659K Buy
+16,818
New +$691K 0.15% 62

Other funds holding FSMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Montag & Caldwell's FSMD Position: Q2 2025 in Review

Montag & Caldwell increased its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 0.01% in Q2 2025, buying an estimated $39 and bringing the position to 16,819 shares worth $697K. The position accounts for 0.15% of the portfolio, ranked #63.

Montag & Caldwell first reported a position in FSMD in Q1 2025 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold FSMD as of Q2 2025.

  • Montag & Caldwell held 16,819 shares of Fidelity Small-Mid Multifactor ETF worth $697K as of Q2 2025.
  • Montag & Caldwell bought 1 Fidelity Small-Mid Multifactor ETF share in Q2 2025, an estimated $39.
  • Fidelity Small-Mid Multifactor ETF made up 0.15% of Montag & Caldwell's portfolio in Q2 2025, its #63 holding.
  • Montag & Caldwell first reported a position in Fidelity Small-Mid Multifactor ETF in Q1 2025 and has held it in 2 quarters since.
  • 136 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2025.

Based on Montag & Caldwell's 13F filing for Q2 2025, filed 15 Aug 2025.